Recent Discussions

Discussion List

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  American Education Services - Care Code: FDP-530

  atantillo 2 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  How can I make Quicken automatically put transactions in the right category?

  Answered euphonia 13 views 1 comment 0 points Most recent by Coach Jon February 3Managing Your Transactions
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  8
  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 174 views 9 comments 8 points Most recent by DryHeat February 3Quicken Business & Personal Feature Requests
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  11

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 71 views 7 comments 11 points Most recent by EL1234 February 3Feature Requests
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 2.9K views 107 comments 85 points Most recent by EL1234 February 3Report Missing Financial Institution
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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Started by wck_austin February 3 Feature Requests
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 3K views 77 comments 198 points Most recent by wck_austin February 3Feature Requests
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 102 views 8 comments 0 points Most recent by Coach Jon February 3General Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Dick_Davis 53 views 7 comments 0 points Most recent by blaporte February 3Report a Bug
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  Support for Cinefi

  Active fortitood 1 view 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution
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  Need an update on Vanguard (edited)

  Jeff C 34 views 2 comments 0 points Most recent by Jeff C February 3Adding and Updating Accounts
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 271 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting
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  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  mm18 71 views 15 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Started by blaporte February 3 Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  theoracle39 14 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  gfrascione 12 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  cyberstackn 33 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Riding Rob 11 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Transactions Found shows wrong count on mobile (edited)

  davidcwalls 21 views 3 comments 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Define Your 2026 Finances in Just One Word

  Coach Jon 184 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  [RESOLVED] 9/29/25: Incorrect Manual Account Balance

  Closed Coach Jon 620 views 2 comments 2 points Most recent by Coach Natalie February 3Known Product Issues
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Started by jms1005 February 3 Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  tsananiu 144 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  maxvv 32 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed dougieINFJ 1.5K views 72 comments 101 points Most recent by EL1234 February 3Feature Requests
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  Both Citi accounts show I need to "fix" the connection (edited)

  disc2120 45 views 7 comments 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered EL1234 22 views 2 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 12 views 1 comment 4 points Most recent by Coach Natalie February 3Feature Requests
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  [ONGOING] 1/20/26: Freedom Mortgage - Inverted Balance for loans with Finicity

  Coach Jon 42 views 1 comment 0 points Most recent by Coach Natalie February 3Current Online Banking Issues
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug